Automate KPI dashboard reporting
KPI dashboards give leadership a fast read on business performance — but populating them manually every period means pulling figures from multiple systems, calculating metrics, and updating every cell. Rima automates this entirely. Send your financial and operational data via Slack or email and get back a fully populated KPI dashboard in your Excel template — every metric calculated, every comparison updated.
How it works
01
Send your financial and operational data
Drop your GL export, operational data files, and prior period dashboard into your Rima Slack channel or email them directly. Any format your systems produce is accepted.
02
Rima extracts metrics and calculates KPIs
Rima identifies the relevant data points, calculates each KPI according to your definitions, and populates your dashboard template — including current period, prior period, and target comparisons.
03
Review your completed KPI dashboard in Excel
Rima delivers a fully populated KPI dashboard in your Excel template — every metric updated, every comparison calculated — ready for distribution.
What Rima handles
Every KPI dashboard, automated
Financial KPI calculation
Revenue growth, gross margin, EBITDA, net margin, and other financial metrics calculated from GL data.
Working capital KPIs
Debtor days, creditor days, inventory days, and cash conversion cycle.
Period-on-period KPI comparisons
Current vs. prior month, prior year, and target comparisons for every KPI.
Operational KPI extraction
KPIs drawn from operational data sources alongside financial metrics.
KPI trend analysis
Rolling trend data for key metrics over your chosen lookback period.
Multi-entity KPI dashboards
KPI dashboards for multiple entities or business units in a single request.
What you get
Fully managed. Always ready to distribute.
3-hour SLA
Every KPI dashboard is completed within 3 hours, 24/7.
Full audit trail
Every KPI is traced back to its source data.
Your dashboard template
KPIs populate your existing template — no reformatting required.
No setup required
Rima deploys and manages the agent — you just send your data.
FAQ
Common questions about KPI dashboard automation
What is KPI dashboard automation?
KPI dashboard automation is the process of automatically extracting key performance indicators from financial and operational data sources and populating a dashboard — eliminating the manual work of pulling figures from multiple systems, calculating metrics, and updating the dashboard each reporting cycle.
How does Rima automate KPI dashboard population?
You send your financial data, GL export, and operational data to Rima via Slack or email. Rima extracts the relevant metrics, calculates KPIs according to your definitions, and populates your KPI dashboard template in Excel — ready for distribution without manual data entry.
What types of KPIs can Rima calculate and populate?
Rima handles financial KPIs (revenue growth, gross margin, EBITDA, cash conversion, debtor days, creditor days) and operational KPIs drawn from your data sources. The KPIs Rima calculates are defined by your dashboard template and the data you provide.
Does Rima work with our existing KPI dashboard template?
Yes. Rima populates your existing Excel KPI dashboard template — maintaining your metric definitions, formatting, and layout. You do not need to change your dashboard structure.
How long does KPI dashboard population take with Rima?
Rima completes every KPI dashboard request within a 3-hour SLA, 24 hours a day, 7 days a week.
Part of Reporting
KPI dashboard automation is one of many report types Rima automates.
Ready to automate your KPI dashboard?
Send your financial and operational data to Rima and get back a fully populated KPI dashboard in your Excel template.